Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,891 | $71,230+79.5% | $93,727+36.5% | $80,959+58.0% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.3pp | 67.7%+1.3pp |
| Annual return | 9.62% | 11.26%-1.6pp | 133.83%-124.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,656 | $1,565+5.8% | $2,421-31.6% | $2,757-39.9% |
| Participant deferral / active EE | $6,779 | $4,037+67.9% | $4,417+53.5% | $4,300+57.6% |
| Admin fee / account holder | $14,131 | $6,961+103.0% | $8,292+70.4% | $6,925+104.1% |